Straight Path Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Straight Path Wealth Management’s Portfolio UTEN Stock Details UTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$327K	Buy	+8,079	New	+$341K	0.07%	105

Other funds holding UTEN

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Straight Path Wealth Management's UTEN Position: Q3 2026 in Review

Straight Path Wealth Management opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q3 2026: 8,079 shares worth $327K. The stake represents 0.07% of the portfolio and ranks #105 among its holdings.

12 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

Straight Path Wealth Management held 8,079 shares of US Treasury 10 Year Note ETF worth $327K as of Q3 2026.
US Treasury 10 Year Note ETF was a new Straight Path Wealth Management position in Q3 2026.
US Treasury 10 Year Note ETF made up 0.07% of Straight Path Wealth Management's portfolio in Q3 2026, its #105 holding.
12 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.